See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,933 | $27,915-3.5% | $58,482-53.9% | $75,163-64.2% |
| Participation rate | 67.6% | 38.8%+28.7pp | 50.9%+16.7pp | 67.2%+0.4pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,277 | $669+240.4% | $1,053+116.2% | $2,670-14.7% |
| Participant deferral / active EE | $2,432 | $1,201+102.5% | $1,924+26.4% | $4,125-41.0% |
| Admin fee / account holder | $223 | $1,726-87.1% | $2,516-91.1% | $5,651-96.1% |